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Daily Archives: September 23, 2022

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In the News: Deviating from an Adviser’s Recommendations

Featured, In The NewsBy Editorial TeamSeptember 23, 2022

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that in managing your portfolio your adviser may make decisions that incur taxes or create losses. You must trust that your adviser is considering all options when recommending changes.

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